Fidelity Invest GRD BND ETFFIGBETF
13F holders, Q4 2024 (December 31)24holders +4
4new positions
3sold out
$42.34avg. 13F price*
At the end of Q4 2024, 24 institutions reported holding Fidelity Invest GRD BND ETF (FIGB) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were Kestra Private Wealth Services, LLC ($8.2M), Noble Wealth Management PBC ($3.8M) and Wealth Enhancement Advisory Services, LLC ($3.7M).
- Company
- Fidelity Invest GRD BND ETF
- CUSIP
- 316188606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.8M |
| Exits | 3 | $2.8M |
All 13F filers, Q3 2024 → Q4 2024: 244,735 shares bought and 95,398 shares sold, net +149,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Kestra Private Wealth Services, LLC | 0.14% | Add +23.2% | 194,623 | $8.2M |
| Noble Wealth Management PBC | 2.63% | — | 89,543 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +458.9% | 86,387 | $3.7M |
| OmniStar Financial Group, Inc. | 1.96% | Add +0.4% | 57,629 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +85.0% | 56,053 | $2.4M |
| PKS Advisory Services, LLC | 0.39% | — | 36,558 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | New | 32,456 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | New | 31,731 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +921.9% | 31,393 | $1.3M |
| Bill Few Associates, Inc. | 0.38% | Add +18.9% | 25,807 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -36.1% | 24,929 | $1.1M |
| Peterson Wealth Advisors, LLC | 0.12% | Add +210.1% | 15,570 | $658K |
| Jane Street Group, LLC | 0.00% | Reduce -51.6% | 15,220 | $644K |
| Harbour Investments, Inc. | 0.02% | Add +3.1% | 15,141 | $641K |
| Kovack Advisors, Inc. | 0.04% | Reduce -3.8% | 9,226 | $391K |
| Janney Montgomery Scott LLC | 0.00% | No change | 7,275 | $308K |
| Osaic Holdings, Inc. | 0.00% | Add +24.3% | 5,613 | $238K |
| Virtus Wealth Solutions LLC | 0.05% | — | 5,298 | $224K |
| MidAtlantic Capital Management, Inc. | 0.05% | New | 1,759 | $74K |
| Cwm, LLC | 0.00% | New | 685 | $29K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 460 | $19K |
| Bank of Montreal | 0.00% | No change | 357 | $15K |
| FMR LLC | 0.00% | Reduce -66.4% | 321 | $14K |
| Morgan Stanley | 0.00% | Add +33.3% | 12 | $529 |
"% of holder's portfolio" is FIGB's weight in each manager's 13F, not the share of Fidelity Invest GRD BND ETF the manager owns.